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Portfolio (Quarterly) Guide ↗

SCHRODER INVESTMENT MANAGEMENT GROUP

· CIK 0001086619
13F Portfolio $122.0B AUM 3,326 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 135 New 490 Added 473 Reduced 99 Exited
Page 20 of 24  ·  473 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 BLD TOPBUILD COR Industrials 5,360.0 $1.9M 0.00% -9K -63.0% $351.30 +13.4%
382 FLNC FLUENCE ENERGY INC Utilities 133,769.0 $1.8M 0.00% -11K -7.5% $13.76 +54.9%
383 PRI PRIMERICA INC Financial Services 7,447.0 $1.8M 0.00% -758.0 -9.2% $247.06 +11.0%
384 INDY ISHARES TR 43,060.0 $1.8M 0.00% -8K -15.7% $42.24 +0.2%
385 OMDA OMADA HEALTH INC Healthcare 145,303.0 $1.8M 0.00% -54K -27.2% $12.05 +40.0%
386 WRB BERKLEY W R CORP Financial Services 25,812.0 $1.7M 0.00% -73K -73.9% $66.25 +1.2%
387 INGERSOLL RAND INC 20,783.0 $1.7M 0.00% -7K -24.1% $80.12
388 CAVA CAVA GROUP INC Consumer Cyclical 20,654.0 $1.6M 0.00% -626.0 -2.9% $76.94 +1.7%
389 CMPS COMPASS PATHWAYS PLC Healthcare 300,000.0 $1.6M 0.00% -270K -47.4% $5.24 +105.8%
390 FICO FAIR ISAAC CORP Technology 1,450.0 $1.5M 0.00% -6K -81.2% $1067.54 +6.5%
391 MBX MBX BIOSCIENCES INC Healthcare 57,322.0 $1.5M 0.00% -16K -22.3% $26.92 +17.2%
392 SBAC SBA COMMUNICATIONS CORP Real Estate 9,069.0 $1.5M 0.00% -2K -14.3% $169.83 +18.3%
393 TPL TEXAS PACIFIC LAND CORPORATI Energy 3,192.0 $1.5M 0.00% -2K -39.3% $467.37 -17.8%
394 IEF ISHARES TR 15,495.0 $1.5M 0.00% -11K -40.7% $95.44 -1.9%
395 PONY AI INC 149,171.0 $1.4M 0.00% -3K -2.1% $9.44
396 ENIC ENEL CHILE SA Utilities 365,342.0 $1.4M 0.00% -53K -12.6% $3.82 +9.4%
397 OMF ONEMAIN HLDGS INC Financial Services 26,699.0 $1.4M 0.00% -34K -55.7% $52.22 +1.7%
398 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 15,058.0 $1.4M 0.00% -7K -30.3% $90.11 +11.6%
399 CHTR CHARTER COMMUNICATIONS INC Communication Services 6,262.0 $1.4M 0.00% -24K -79.0% $215.88 -34.3%
400 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 82,557.0 $1.3M 0.00% -2K -2.2% $16.32 -5.7%
Page 20 of 24  ·  473 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.4%
Financial Services 12.3%
Communication Services 12.2%
Consumer Cyclical 10.9%
Industrials 8.7%
Healthcare 8.7%
Consumer Defensive 4.4%
Energy 3.7%
Basic Materials 3.1%
Utilities 2.4%